Fully FINMA licensed Asset, Wealth Management and Private Banking Firm based in Geneva. Incorporated 7 years ago.This is NOT a typically advertised non-compliant SRO intermediary, but a fully fledged Swiss Asset MGM Firm with outstanding reputation. Corporate banking with UBS and HypoSwiss, plus a host of other Swiss and international custodian banks.A truly rare opportunity, fully licensed, active & operating Asset Management Business, with prestigious offices in Geneva and required personnel included. Possibility to onboard further RM/AMs with revenue sharing client portfolios (subject to negotiations).The Asset Management Firm, incorporated 7 years ago with offices at Geneva’s financial district, with operating personnel and executives (if required), is a rare opportunity to acquire an existing and operating, well-established Swiss Asset & Fund Management Business, attracting HNWI and UHNWI clients globally (including some high-profile ones).The Company has banking partners in Monaco, Luxembourg, Liechtenstein and Andorra (in addition to of course Switzerland) and can provide exceptional tax efficient services to discerning international clients, such as sports and other celebrities, entrepreneurs & business tycoons etc. It can also onboard US clients directly together with certain of its partner banks.It can provide Family Office services, including exclusive banking, tax and Swiss relocation services to HNWI & UHNWI and corporate clients. Current main client focus is Switzerland, the EU, Monaco, UAE, Andorra, Singapore, HK, East European countries (non-sanctioned clients) and the UK.The Firm provides traditional Swiss portfolio management and private banking services, in combination with the latest sophisticated digital services all under one roof. It can in addition to traditional assets safely manage, trade and store digital (crypto) assets in co-operation with Swiss banks.It provides clients with unlimited and discreet asset & portfolio management services in combination with the best private banking Switzerland has to offer. In addition, the company can provide asset management and high yield deposit services for individual, corporate, institutional and sovereign global clients in Luxembourg (EU) through associated banking partners.The Firm also provides securities issuing services for clients globally with Swiss ISIN and EU stock exchange listings. This is a unique service and is extremely useful when a client require to turn a non bankable asset into a liquid and bankable asset traded publicly if required.
